LilyCRM

What is LilyCRM?

LilyCRM is the ultimate CRM platform for small businesses in the UK. With a wide range of features such as project management, time tracking, and invoicing, LilyCRM truly stands out as a comprehensive business management solution. The platform offers seamless integration of various business processes, making it a one-stop-shop for all your CRM needs. LilyCRM is designed to elevate your operations and streamline your workflow, allowing you to focus on what truly matters - growing your business.

One of the key features that sets LilyCRM apart is its efficient workflow optimization. By ensuring tasks move seamlessly from initiation to completion, LilyCRM enables businesses to boost efficiency and productivity across the organization. The platform also offers enhanced productivity through features like employee time tracking, project management, and task management. With LilyCRM, you can consolidate all your business processes into one unified platform, eliminating the need for multiple tools and simplifying your workflow.

Data-driven decision-making is another area where LilyCRM excels. The platform provides valuable insights through data analytics, empowering businesses to make informed decisions and drive strategic planning. By harnessing the power of data, LilyCRM enables businesses to achieve improved outcomes and sustainable growth. Overall, LilyCRM is a powerful CRM platform that helps businesses increase sales, drive growth, and deliver exceptional customer experiences. Sign up for a 14-day free trial today and experience the transformative power of LilyCRM for yourself.

How to Use LilyCRM?

Step 1: Sign Up for LilyCRM

• Visit the LilyCRM homepage.
• Click on the 'Start Your 14 Day Free Trial' button.
• Fill in the required personal and business information on the registration form.
• Create a username and password for your LilyCRM account.
• Click on 'Sign Up' to complete the registration process.

Step 2: Set Up Your Profile

• Log in to your LilyCRM account using your username and password.
• Navigate to the 'Profile' section located in the user menu.
• Upload a profile picture, if desired.
• Fill in your contact details, business information, and other relevant fields.
• Click 'Save' to update your profile information.

Step 3: Add Team Members

• Go to the 'Team' section in LilyCRM.
• Click 'Add Member' to invite new team members.
• Enter the email addresses of the team members you wish to add.
• Assign roles and permissions for each member.
• Click 'Send Invitation' to invite your team members to join LilyCRM.

Step 4: Create a New Project

• Navigate to the 'Projects' section in LilyCRM.
• Click the 'Create New Project' button.
• Enter the project name and details, including deadlines and objectives.
• Assign team members to the project.
• Click 'Save' to create the project.

Step 5: Manage Tasks

• Visit the 'Tasks' section within a specific project on LilyCRM.
• Click 'Add Task' to create a new task.
• Enter the task name, description, and assign it to a team member.
• Set the priority level and due date.
• Click 'Save' to add the task to the project.

Step 6: Track Time and Attendance

• Go to the 'Time Logs' section on LilyCRM.
• Click 'Add Time Log' to record the time spent on a task or project.
• Select the relevant project and task from the dropdown menu.
• Enter the start and end times, and any additional notes.
• Click 'Save' to log the time entry.

Step 7: Generate Invoices

• Navigate to the 'Invoices' section in LilyCRM.
• Click 'Create Invoice' to generate a new invoice.
• Select the client and associated project from the dropdown menu.
• Enter the invoice details, including items, quantities, and rates.
• Click 'Save' to generate and send the invoice to the client.

Step 8: Analyze Business Metrics

• Go to the 'Reports' section on LilyCRM.
• Select the type of report you wish to generate (e.g., sales, project performance).
• Customize the report parameters, such as date range and specific metrics.
• Click 'Generate Report' to view the data.
• Analyze the report to make informed business decisions.

Step 9: Utilize Data Analytics

• Access the 'Data Analytics' feature in LilyCRM.
• Choose the dataset you want to analyze, such as customer interactions or sales performance.
• Apply filters to narrow down the data (e.g., by date range, project, or team member).
• Interpret the visual data representations like charts and graphs to gain insights.
• Use these insights to improve business strategies and operations.

LilyCRM Features

Feature 1: Project Management

Project Management is a key feature of LilyCRM that allows users to efficiently plan, allocate resources, and track the progress of projects. This feature plays a crucial role in helping businesses stay organized and meet project deadlines.

Function Detail

• With LilyCRM's Project Management feature, users can create detailed project roadmaps, set milestones, and assign tasks to team members.
• Users can also track the status of projects, allocate resources effectively, and monitor progress through visual representations like Gantt charts.
• Additionally, the feature allows for seamless communication with team members, ensuring everyone is on the same page.

Feature 2: Time Tracking

Time Tracking is a valuable feature of LilyCRM that allows users to monitor employee time and attendance, enabling businesses to track billable hours accurately and manage workloads effectively.

Function Detail

• Users can easily log their work hours, track breaks, and monitor attendance through the Time Tracking feature.
• The feature also provides detailed time logs, allowing for better insights into employee productivity and project timelines.
• Users can generate reports based on time tracking data, facilitating better decision-making and resource allocation.

Feature 3: Invoicing

Invoicing is a critical feature of LilyCRM that allows users to create, send, and track invoices seamlessly. This feature simplifies the billing process and ensures timely payments from clients.

Function Detail

• Users can generate professional-looking invoices, add line items, and customize invoice templates to reflect their brand identity.
• The feature enables users to send invoices directly to clients via email and track payment status for each invoice.
• Users can also set up recurring invoices, automate payment reminders, and generate reports to monitor outstanding payments.

LilyCRM Frequently Asked Questions